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Photonics & Optical Interconnect

Photonics moves data as light rather than as electricity, which is the only practical way to carry the traffic between racks in a large AI cluster. Optical transceivers and co-packaged optics have become a bottleneck of their own.

20 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
601	Avior Wealth Management Omaha, Nebraska	$669K	-$9.28K	2	0.06%	Reduced
602	MAFM Mid Atlantic Financial Management Pittsburgh, Pennsylvania	$667K	+$6.88K	2	0.04%	Increased
603	VWA V Wealth Advisors Overland Park, Kansas	$663K	+$4.55K	1	0.1%	Increased
604	Palisade Capital Management Fort Lee, New Jersey	$645K	+$22.7K	1	0.01%	Increased
605	Stephens Inc Little Rock, Arkansas	$643K	-$13.2K	3	0.01%	Reduced
606	AAM Aureus Asset Management Boston, Massachusetts	$638K	$0	1	0.04%	Maintained
607	BMCM Burns Matteson Capital Management Corning, New York	$638K	+$477K	2	0.48%	Increased
608	BAM Blueshift Asset Management Red Bank, New Jersey	$635K	+$162K	2	0.04%	Increased
609	RSC Red Spruce Capital Berwyn, Pennsylvania	$635K	+$6.07K	1	0.37%	Increased
610	GFA Gifford Fong Associates Lafayette, California	$629K	$0	1	0.12%	Maintained
611	PC Provenire Capital Eden Prairie, Minnesota	$629K	-$349K	1	2.32%	Reduced
612	ESCM Echo Street Capital Management New York	$626K	-$236K	1	0%	Reduced
613	VHAM Van Hulzen Asset Management El Dorado Hills, California	$611K	+$838	1	0.09%	Increased
614	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$600K	+$106K	1	0%	Increased
615	Parallax Volatility Advisers San Francisco, California	$592K	-$97.1K	1	0%	Reduced
616	LG Leuthold Group Minneapolis, Minnesota	$573K	$0	2	0.07%	Maintained
617	BC Bridgefront Capital Austin, Texas	$566K	+$82K	2	0.59%	Increased
618	Park Avenue Securities New York	$564K	+$109K	2	0.01%	Increased
619	Clearstead Advisors Cleveland, Ohio	$560K	+$28.9K	3	0.04%	Increased
620	LCP Legacy Capital Partners Milwaukee, Wisconsin	$560K	+$144K	1	0.2%	Increased
621	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$557K	-$4.18K	2	0.12%	Reduced
622	DFCM Dark Forest Capital Management San Juan, Puerto Rico	$556K	+$431K	1	0.2%	Increased
623	ACS Archford Capital Strategies Swansea, Illinois	$549K	+$16.2K	1	0.13%	Increased
624	QIM Quantitative Investment Management Charlottesville, Virginia	$549K	-$582K	1	0.05%	Reduced
625	OCMI Oaktop Capital Management II Chatham, New Jersey	$545K	+$581K	1	0.08%	New